AI-native platform for wealth managers
TL;DR
Wealor is building the AI-native platform for wealth managers, a centralized source of truth across wealth management, tax, and legal, with AI agents that automate operational work directly across legacy systems.
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The Problem
Over $90T of wealth is managed on infrastructure built decades ago.
When Karim spent extended time inside wealth management firms, he saw advisors spending hours every day reconciling client information across disconnected systems just to maintain a reliable view of the client and still failing. Most vendors solved isolated operational pain points. But the real problem is organizational: client knowledge lived inside people’s heads, not inside the firm itself. When advisors or operations teams left, years of context, workflows, and expertise disappeared with them. Firms operated with multiple conflicting versions of the same client data, but no true source of truth.
For this reason, most advisors were spending 80% of their time on back-office work and 20% with clients. It should be the other way around.
Our Solution
Wealor creates a centralized, queryable source of truth for every client across the firm by capturing data from conversations, financial documents, tax returns, legal documents, custodial systems, and internal workflows.
Specialized AI agents then use this knowledge layer to automate operational work directly across legacy systems through APIs and browser automation.
In practice:
- Reconcile client information across emails, meetings, CRMs, custodians, tax, legal, and operational systems, even when no APIs exist
- Give advisors one intelligence layer with full client context across wealth, tax, legal, estate, insurance, and family relationships
- Execute account opening, client subscriptions, tax optimization analysis, trade rebalancing and generation of billable client plans directly across partner portals and internal systems using APIs and browser automation
- Automate CRM updates, follow-up emails, onboarding, compliance, reporting, signatures, billing, and document drafting after every meeting
With Wealor, advisors get their time back. The 80/20 flips while firms finally gain infrastructure they can scale on reliably.
Why We Started Wealor
Karim Bouri structured private investments and watched advisors turn down high-performing products, not because they weren't right for clients, but because the back-office work to implement them was too heavy. Clients ended up with the easiest products to process, not the best ones. That left a mark.
He decided to tackle the problem with longtime friend Pierre Depuydt, former BCG consultant, gold medal winner of the French Math Olympiad, and builder of high-volume financial data systems at Tiffany & Co. Pierre knows exactly what it takes to bring fragmented data, client knowledge, financial information, tax and legal context, into one coherent system. That is precisely what Wealor is built on.
Our Ask
We're looking to connect with RIAs, multi-family offices, trust companies, and tax and estate planning firms.
